Reveal Group's 2021 AWARD FINALIST CASE STUDY: Best Achievement in Process Automation

Read this article about Reveal Group, Finalist in the Best Achievement in Process Automation (RPA, Intelligent Automation, Digital Process Automation, Machine Learning, Cognitive Learning, Blockchain etc), selected by the independent judging panel, for the 2021 Digital Transformation & Operational Excellence Industry Awards program.

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Intelligent Document Processing (IDP) in Client Intake and Claims Administration

1 Client Introduction

Accerta is a medium-sized enterprise in Canada specializing in operationalizing and administrating government social outreach programs. Work at Accerta primarily revolves around dental claims processing, as well as enrollments into federal, provincial, and municipal programs.

2 Process Background

With total form processing volumes averaging 50K cases per month (80K pages per month) and forecasting growth, Accerta set out to digitize and automate three dental insurance workstreams within their business: Claims, Enrollments and Seniors Applications. Of the forms processed each month, approximately 50% are received via fax and the other 50% via mailed hard copy. The dual nature of receipt precluded Accerta from maintaining a single, consolidated client archive.

The scope of the project had three main objectives:
o Establish a digital transformation process along with long term archival capability
o Automate the input of extracted data into downstream systems
o Deploy a workflow platform for Accerta resources that would facilitate the remediation of exception cases

3 Automated Solution

To address this challenge, the Reveal Group team implemented a solution leveraging HyperScience, Blue Prism, and SharePoint (see Figure 1.1). Using Blue Prism as the orchestration and downstream system input, the process leveraged HyperScience to digitize, classify and extract information from incoming documents and SharePoint as a workflow platform for archival and exception remediation. Work on the project began in November of 2020 and the entire solution was deployed to Production in March of 2021.

Screenshot - 2021-11-04T160455.134 4 Realized Benefits

Based on 2021 Q2 data, the solution is forecast to automate ~60% of the end-to-end forms processing capability. In addition, the average case processing times have been reduced by ~73% significantly reducing the client experience.

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Automation has also eliminated rework with accurate data extraction, provided operational insights with digitalized process metrics and volumes as well as enabled archiving of client records via SharePoint (see Figure 1.2).

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Digital Transformation & Operational Excellence Industry Awards 2021

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About the Awards

The Digital Transformation & Operational Excellence Awards have been established to showcase globally the most outstanding achievements through the application of Business Transformation, Digital Transformation, Operational Excellence & Innovation Excellence programs. Click here to view the Press Release.

The winners will be announced at the Awards Ceremony at The Digital Transformation & Operational Excellence World Awards (DTOES) on Wednesday, December 15th, 2021, from 6:30 PM at the Loews Portofino Bay Hotel at Universal Orlando Resort.

The Business Transformation & Operational Excellence Awards are open to all organizations, both private and public sector, across the globe, which have implemented Business Transformation, Digital Transformation, Operational Excellence & Innovation Excellence programs to deliver outstanding business results.

The Awards will be held in conjunction with the Business Transformation & Operational Excellence World Summit, BTOES 2021 on December 15, 2021, at the Renaissance Orlando at SeaWorld®. Click to access the agenda, view the current speakers, and watch the highlights video from last year.

Speakers

Agenda

Highlight Video

BTOES.com

The issues in this article are just one of topic areas that are going to be discussed at the Business Transformation & Operational Excellence World Summit & Industry

BTOES is the industry’s biggest and best, senior-level, cross-industry gathering of Business Transformation & Operational Excellence industry leaders and senior executives.

With over 150 speakers, over 100 sessions, 12 Keynotes, 9 Track Themes, 5 parallel tracks, 60+ track sessions, 50 roundtable discussions, 20 Interactive Workshops, 6 Thought Leader Panels, 5 Leaders Boardrooms, 5 co-located events, the Industry Awards Program, Site Visits, 20+ hours of social networking including 2 gala cocktail parties, dinners, numerous group activities, this is the ultimate event to benchmark, network and drive Operational Excellence to the next level.

Quick Links

Speakers

Agenda

BTOES Awards

There is a strong focus on Cultural Transformation, Customer Delight, Sustaining an Operational Excellence program, Need for end-to-end Business Transformation, Keeping up with new technologies/impact of digitalization and Leadership Buy-in & Understanding. We dedicated two tracks to advanced technologies, such as AI, Machine Learning, RPA, Predictive Analytics, Blockchain, Cloud infrastructure etc.

The agenda is designed to encourage active meaningful conversations though all day enhanced networking and interaction opportunities, including

For more information please email info@proqis.com